Financial Enhancement Group’s McDonald's MCD Stock Holding History

Financial Enhancement Group’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-768	Closed	-$206K	–	131
2024 Q2	$206K	Buy	+768	New	+$204K	0.03%	113
2022 Q4	–	Sell	-496	Closed	-$114K	–	238
2022 Q3	$114K	Hold	496	–	–	0.03%	112
2022 Q2	$122K	Hold	496	–	–	0.03%	113
2022 Q1	$123K	Hold	496	–	–	0.02%	115
2021 Q4	$133K	Hold	496	–	–	0.02%	116
2021 Q3	$120K	Sell	496 -30	-6%	-$7.16K	0.02%	115
2021 Q2	$122K	Hold	526	–	–	0.03%	102
2021 Q1	$118K	Hold	526	–	–	0.02%	105
2020 Q4	$113K	Hold	526	–	–	0.02%	110
2020 Q3	$115K	Hold	526	–	–	0.03%	102
2020 Q2	$97K	Sell	526 -100	-16%	-$18.3K	0.02%	111
2020 Q1	$104K	Hold	626	–	–	0.03%	108
2019 Q4	$124K	Hold	626	–	–	0.03%	94
2019 Q3	$134K	Sell	626 -35	-5%	-$7.5K	0.04%	88
2019 Q2	$137K	Sell	661 -200	-23%	-$39.6K	0.04%	96
2019 Q1	$164K	Buy	861 +200	+30%	+$36.3K	0.05%	93
2018 Q4	$111K	Hold	661	–	–	0.03%	101
2018 Q3	$111K	Sell	661 -150	-18%	-$24K	0.03%	101
2018 Q2	$127K	Hold	811	–	–	0.04%	93
2018 Q1	$127K	Buy	+811	New	+$133K	0.04%	96

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Financial Enhancement Group's MCD Position: Q3 2024 in Review

Financial Enhancement Group sold out of McDonald's (MCD) in Q3 2024, closing a stake of 768 shares — an estimated $206K sold.

Financial Enhancement Group first reported a position in MCD in Q1 2018 and held it in 20 quarters. The position peaked at $206K in Q2 2024. 3,163 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

Financial Enhancement Group reported no remaining McDonald's position as of Q3 2024 after selling out during the quarter.
Financial Enhancement Group sold 768 McDonald's shares in Q3 2024, an estimated $206K.
Financial Enhancement Group first reported a position in McDonald's in Q1 2018 and held it in 20 quarters.
Financial Enhancement Group's McDonald's position peaked at $206K in Q2 2024.
3,163 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Financial Enhancement Group's 13F filing for Q3 2024, filed 31 Oct 2024.